Decumulation and Mistakes to Avoid When Planning for Retirement

An episode of the Retirement Roux with Simon & Simon Financial podcast, hosted by Gerald Simon, Chad Simon, Grant Simon, titled "Decumulation and Mistakes to Avoid When Planning for Retirement" was published on October 15, 2021 and runs 46 minutes.

October 15, 2021 ·46m · Retirement Roux with Simon & Simon Financial

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Summary

Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun. In...

Episode Description

Decumulation is more than just spending those hard earned retirement dollars. We need to set up lifetime income. Pay attention to tax ramifications. Make sure healthcare is covered. What about legacy planning. Oh and don’t forget to have fun.

In this episode, we’ll highlight some mistakes to avoid in planning for retirement.

To connect with the Gerald, Chad, Grant, and the team at Simon & Simon Financial, just call (800) 728-2225.

See omnystudio.com/listener for privacy information.

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